Jeran Van Alfen, CFP®Mar 5, 2021Interest rates and the stock market: What you need to knowYou may have heard some chatter recently about interest rates, especially if you are following the stock market at all.
Jeran Van Alfen, CFP®Feb 7, 2021Q1 2021 Market Update and Portfolio UpdateA brief summary of our perspective on the current state of the markets and economy
Jeran Van Alfen, CFP®Dec 20, 20202021 Social Security Numbers to KnowThis month all Social Security recipients should have received a letter notifying them of a 1.3% cost of living adjustment.
Jeran Van Alfen, CFP®Dec 20, 2020This Time it's Different (but stick to your plan!)While it is important to adapt and adjust, when it comes to finances there are some important fundamentals that you should stick to.